Customer Lifecycle

Best practices and tips to help manage your Customer's Lifecycle.

  • 5 Questions To Help You Measure Customer Adoption

    5 Questions To Help You Measure Customer Adoption

    Once you’ve mapped an ideal adoption phase, it can still be difficult to know if your team is thinking about adoption the right way. Here are 5 questions to keep in mind:

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  • 5 Powerful Videos That Spotlight Customer Advocacy

    5 Powerful Videos That Spotlight Customer Advocacy

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  • Unconventional Wisdom: 5 Steps for Developing a Powerful Adoption Playbook

    Unconventional Wisdom: 5 Steps for Developing a Powerful Adoption Playbook

    It's time to rethink some major assumptions and turn conventional wisdom on its head when it comes to how buyers and sellers of software approach user adoption. Develop a powerful adoption playbook.

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  • Expert Tips: Setting Goals With Your Customers

    Expert Tips: Setting Goals With Your Customers

    Success is nearly unattainable without set goals. We sat down with Wynne Brown, Director of Customer Success at Seal, to learn what her pro-tips for setting goals with customers are.

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  • The Anatomy of a Remarkable Customer Success Playbook

    The Anatomy of a Remarkable Customer Success Playbook

    The best way for CSMs to respond to scheduled and unscheduled events is by the use of playbooks. This article will explain what playbooks are, then provide some guidelines on building and using them.

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  • 4 Onboarding Mistakes & How to Avoid Them

    4 Onboarding Mistakes & How to Avoid Them

    When implemented correctly, onboarding sets your customers up for success. Check out these 4 common onboarding mistakes and learn how to avoid them for Customer Success and higher retention.

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  • Becoming a Customer-Centric Organization in 7 GIFs

    Becoming a Customer-Centric Organization in 7 GIFs

    When a customer-centric organization is taking shape, everyone should formulate a mindset to simply ask themselves on a daily basis – “What is my contribution to ‘customer’ today?”

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  • Easy Customer Success Playbooks You Can Quickly Automate

    Easy Customer Success Playbooks You Can Quickly Automate

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  • On Getting a Gym Membership: Coaching Product Adoption

    On Getting a Gym Membership: Coaching Product Adoption

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  • Customer Success Isn't Just a Feel-Good Name For Account Management

    Customer Success Isn't Just a Feel-Good Name For Account Management

    Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success.

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  • The Milestones of the Recurring Revenue Customer Journey

    The Milestones of the Recurring Revenue Customer Journey

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  • The Recurring Revenue "Boomerang" and the Customer Success Journey

    The Recurring Revenue "Boomerang" and the Customer Success Journey

    In a recurring revenue model, the contract signature is just a part of the way through the customer journey. The customer experience starts right from the outset of their interaction with your company

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  • Building Customer Trust Alongside Your Entire Organization

    Building Customer Trust Alongside Your Entire Organization

    Customer Success teams establish trust with customers, but other teams at your company such as marketing, sales, and product management also play a role in building trusting relationships.

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  • 7 Reasons Why You're Not Ready For Customer Success…Yet

    7 Reasons Why You're Not Ready For Customer Success…Yet

    Customer success is an exciting and game-changing opportunity, and a prerequisite for the majority of B2B SaaS companies, but are you ready for it?

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  • How Business Maturity Plays Into Your Expansion Strategy

    How Business Maturity Plays Into Your Expansion Strategy

    This concept of continual development is described as “business model maturity” because the customer evolves or matures as they use your product.

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  • Think About the Entire Customer Journey (Not Just One Part)

    Think About the Entire Customer Journey (Not Just One Part)

    If you’re interested in giving your customers the best experience possible from start to finish (this is probably the part where you nod), here’s how.

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  • How To Keep Customers Motivated and Focused

    How To Keep Customers Motivated and Focused

    The customer journey is a “roadmap” that takes the customer from point A to point B - from where they are today to where they will be in the future with the use of your product.

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  • Be a Strategic Partner to Win & Retain Revenue

    Be a Strategic Partner to Win & Retain Revenue

    It is the customer experience that determines revenue. You need to listen to what the customer wants to achieve, and then help them achieve it.

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  • Establishing Roles and Responsibilities to Drive Customer Success

    Establishing Roles and Responsibilities to Drive Customer Success

    The best way to make this happen is through an account coverage model, which provides clarity about roles and responsibilities to support and drive the customer journey.

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  • It’s More of a Customer Obstacle Course than a Journey

    It’s More of a Customer Obstacle Course than a Journey

    It seems as if some companies are unknowingly setting up roadblocks for customers to painfully plow through or take a lot of time to go around.

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